VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $647,000 | -60.5% | 3,374 | -64.4% | 0.07% | -67.6% |
| Q1 2019 | $1,636,000 | -37.5% | 9,487 | -41.8% | 0.20% | -28.7% |
| Q4 2018 | $2,617,000 | -6.1% | 16,293 | +5.5% | 0.29% | +12.6% |
| Q3 2018 | $2,787,000 | +18.8% | 15,446 | +4.8% | 0.25% | +15.5% |
| Q2 2018 | $2,346,000 | +6.4% | 14,743 | +2.6% | 0.22% | +5.8% |
| Q1 2018 | $2,205,000 | -0.7% | 14,363 | -0.3% | 0.21% | +2.0% |
| Q4 2017 | $2,221,000 | +1.9% | 14,407 | +0.6% | 0.20% | +1.5% |
| Q3 2017 | $2,180,000 | -0.2% | 14,314 | -3.4% | 0.20% | 0.0% |
| Q2 2017 | $2,185,000 | – | 14,825 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |